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| General Information
- Familiarize yourself with the entire booklets.
- Application must be made for all Benefits.
- The Fund Office should be aware of all your pertinent information including your current address, contact information, marital status, and dependents.
- Keep your Benefit beneficiary designations up-to-date.
- All claim forms must be completed and submitted in a timely manner. Due to space and time limitations, incomplete or incorrect forms will be returned and/or denied or returned, and must be resubmitted once completed. Forms received after cut-off will be included in the batch for the following cycle.
- At no time will any personal information be given out from the Fund offices without your written authorization. That includes, but is not limited to such items as accrued Pension benefits, Annuity balances, or any Health information. Authorized parties include the Trustees (as needed), Funds staff, Plan professionals (as needed), government agencies (under QMSCO, QDRO, etc.), and authorized services associates (medical insurers as noted in HIPAA specific documentation). Spouses, family members, third-party representatives, and Union personnel must be specifically named prior to any release of information.
- The Fund office, and now both the Union and JATC offices, are able to sign any member up on the ERTS (electronic reciprocal transmission system). It is advisable that you sign up whether you intend to travel out of the 236 jurisdiction or not, but it is required that you be registered on ERTS in order for you to work on any other jurisdiction. Once signed up, you can edit your information and fund(s) designations yourself. In the future, you may also be able to track the remitance of your benefits to your home local by using the system.
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Board of Trustees * Plan Professionals * Fund Offices
BOARD OF TRUSTEES
(currently the same for all Funds) |
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Employer |
Employee |
Joseph P. Gross
Gross Electric, Inc.
27 Silver Circle
Queensbury, NY 12804 |
Mark A. Lajeunesse
President, IBEW Local 236
3000 Troy-Schenectady Road
Schenectady, NY 12309 |
Simeon Hunsdon
Hour Electric Company, Inc.
30 East Street, PO Box 325
Fort Edward, NY 12828 |
Philip Pacifico
Treasurer, IBEW Local 236
3000 Troy-Schenectady Road
Schenectady, NY 12309 |
Christopher Spraragen
Schenectady Hardware & Electric
Erie Boulevard
PO Box 338
Schenectady, NY 12301 |
Donald W. Rahm
Business Manager, IBEW Local 236
3000 Troy-Schenectady Road
Schenectady, NY 12309
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PLAN PROFESSIONALS |
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Actuary |
Attorney |
S R Thomas Actuarial Associates, Inc.
Golden Crest Corporate Center
2277 State Highway #33, Suite 409
Trenton, NJ 08690 |
William Pozefsky, Esq.
Pozefsky, Bramley & Murphy
90 State Street
Albany, NY 12207 |
Accountant |
Funds Administrator |
Arthur Place, CPA
Arthur Place & Company, P.C.
1218 Central Avenue
Albany, NY 12205 |
William J. McDaniel, C.P.A.
3000 Troy-Schenectady Road
Schenectady, NY 12309
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